Lbj Family Wealth Advisors, Ltd. Portfolio Holdings

Lbj Family Wealth Advisors, Ltd.

  • $183 Million
  • Q3 2025

Lbj Family Wealth Advisors, Ltd. has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $183 Million distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $47.4M, Ishares Russell 1000 Val ETF with a value of $33.4M, Ishares Russell Mid Cap Growth with a value of $19M, Ishares Russell Midcap Value E with a value of $17.5M, and Ishares Russell2000 Val ETF with a value of $11M.

Examining the 13F form we can see an increase of $11.5M in the current position value, from $172M to 183M.

Below you can find more details about Lbj Family Wealth Advisors, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $183 Million
ETFs: $177 Million
Energy: $2.46 Million
Financial Services: $1.91 Million
Technology: $1.22 Million
Consumer Defensive: $587,000
Healthcare: $196,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $183 Million
  • Prior Value $172 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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